See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,647 | $109,881+28.9% | $150,045-5.6% | $84,808+67.0% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 16.03% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,812 | $3,561+63.2% | $4,693+23.8% | $2,631+120.9% |
| Participant deferral / active EE | $3,943 | $6,636-40.6% | $7,997-50.7% | $4,212-6.4% |
| Admin fee / account holder | $41,295 | $8,568+382.0% | $13,435+207.4% | $7,344+462.3% |